Principal MidCap Growth Fund Class J (PMGJX)

7.33
Net Asset Value
+0.27%
1 Day
+5.16%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.00%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal circumstances- the fund invests at least 80% of its net assets- plus any borrowings for investment purposes- in equity securities of companies with medium market capitalizations at the time of purchase. For this fund- companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap - Growth Index (as of December 31- 2017- this range was between approximately $1.2 billion and $36.7 billion).

Performance

1 month-1.74% 3 years+9.46%
3 months-1.35% 5 years+15.38%
1 year+25.91% Since inception+4.65%
Data through --

Peer Comparisonvs. Mid-cap growth

 PMGJXCategory
Performance 5-yr return+15.38%+11.94%
Expense ratio1.00%1.21%
Risk 5 year sharpe ratio1.051.00
Net assets$177.6M$1.6B
Average market cap$13.2B$11.9B
Average P/E27.124.9
Portfolio turnover129%129%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock96.50%
International stock2.13%
Cash1.37%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 20.83%
Industrial materials 19.60%
Consumer service 11.21%
Healthcare 9.95%
Business service 7.81%
Top 10 Holdings
Portfolio weighting
NOW ServiceNow Inc4.18%
WCG WellCare Health Plans Inc2.49%
TRU TransUnion2.48%
AME Ametek Inc2.43%
AMP Ameriprise Financial Inc2.33%
RCL Royal Caribbean Cruises Ltd2.20%
ZTS Zoetis Inc2.19%
TRMB Trimble Inc2.19%
ILMN Illumina Inc2.17%
ZION Zions Bancorp2.12%